AI Magazine Issue 3 2018

14 Acquisition International - Issue 3 2018 Quotidian Investments is a fund and portfolio manager which has been successfully managing client’s wealth on a discretionary basis for more than 19 years. We invited Peter Richards, one of its partners, to tell us more about the company and the techniques it employed to win Leading Fund and Portfolio Adviser of the Year UK in our 2018 Leading Adviser Awards. stablished in 1998, Quotidian believes in maintaining traditional values and ethics in the business of investment management. As an integral part of this approach the client is pre-eminent and their individual requirements, desires and concerns are very much at the forefront of the firm’s thinking. Peter explores the range of unique approaches that Quotidian undertakes to maintain excellence for every investor it supports. “At Quotidian, our approach to investment management is underpinned by ensuring that our clients have a full appreciation and proper understanding of what is meant by risk. We believe that we are different from other investment management organisations, and this difference particularly manifests itself in our sound and proven investment strategy, in our approach to service and in the care in which we take over our investment management process. Each of the partners here has their own personal monies invested in our multi-asset fund, and so our own wealth is managed in exactly the same way as that of our clients. As such, we feel that in this way our own interests and the interests of our investors are in complete harmony”. Specifically, as Peter is keen to highlight, it is the firm’s client focus that particularly sets it apart from its competitors. “Historically we have produced strong returns for our clients and to do so we invest for the medium and long term in those companies which have a proven ability to steadily and consistently produce positive returns. Many of our holdings share the same attributes: solid management, strong balance sheets, good market position, strong cash flows and well-known brands. Exceptional returns can be reliably achieved both from smaller companies with strong growth prospects, as well as from more mature organisations with well- established products. Company: Quotidian Investments LLP Contact: Peter Richards Address: 78 Pall Mall, London, SW1Y 5ES Phone: 0203 193 9984 Website: www.quotidianinvestments.com Quotidian Investments for Quotidian Returns E 1802AI38 “Tactically, we only make investments when and where we feel that the potential for profit is compelling, and we revisit to check out the validity our investment decisions on a daily basis (hence the name ‘Quotidian’). We only invest in assets that have strong liquidity and that are readily tradable, and we are content to remain overweight in cash if market conditions so dictate.” “Quotidian applies three yardsticks to its investment management process. Our primary focus is the preservation of clients’ capital and this is followed by the need to maintain its purchasing power (failure to do so is the real risk to one’s capital). Finally, Quotidian measures its performance on a discrete individual calendar basis (which makes it very easy to compare our performance against others year after year - no artifice or marketing gimmicks). It concentrates on providing ‘added value’ through achieving investment return in excess of those who simply follow a FTSE 100 tracker fund. As a result, we have a long record of success in so doing. Quotidian is not content with the merely satisfactory; we have higher aspirations for our clients”. Drawing on many years of experience in analysing investments, and by taking responsibility for its own research, Quotidian uses a combination of fundamental analysis and technical analysis to determine the selection of assets that form the fund’s holdings at any given time, and to highlight the optimum time to buy and sell them. Quotidian deliberately places a limit on its client numbers in order to be able to maintain a high level of customer care and personal service. Thanks to this diligent and innovative approach, Peter firmly believes that in the future Quotidian will continue provide a safe pair of hands and beneficial investment performance for its clients. “Ultimately, we firmly believe that at Quotidian we will continue to offer our clients a superior and beneficial investment service, where all investment decisions and the rationale behind them will be clearly explained. This approach remains our ongoing focus as we and our investors look forward to a bright and prosperous future.” fig. 1 – Quotidian’ s fund performance vs Ftse100 since 1st January 2013 1 Yr 3 Yr 5 Yr Quotidian 32.42% 32.74% 66.67% FTSE-100 7.63% 17.08% 30.35%